+23.9%
UFPI vs VT
+66.2%
-42.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -1.5% | +0.4% | -1.9% | -2.0% |
| 30D | -8.6% | +1.0% | -9.6% | -9.6% |
| 3M | +5.6% | +2.4% | +3.3% | +2.7% |
| 6M | -13.6% | +12.0% | -25.6% | -24.2% |
| YTD | -6.2% | +15.3% | -21.5% | -20.6% |
| 1Y | -16.5% | +22.6% | -39.0% | -34.4% |
| 3Y | -18.2% | +74.7% | -92.8% | -57.6% |
| All | +23.9% | +66.2% | -42.3% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling